Board of Directors at Children's Home Society, Financial Planning Consultant at Freedom Financial & Business Planning, LLC, SVP Financial Services Practice at TNS
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work:
Children's Home Society since Aug 2009
Board of Directors
Freedom Financial & Business Planning, LLC since May 2009
Financial Planning Consultant
TNS since Jan 1994
SVP Financial Services Practice
Business Visions, Inc. Mar 1994 - Dec 2004
Principal
Self Reliance, Inc Jan 1994 - Dec 2000
Chairperson of Board, Corporate Treasurer
Education:
Boston University 2006 - 2008
CE, Financial Planning
University of Central Florida - College of Business Administration 1988 - 1990
MBA, Specializing in Marketing and Entreprenuership
Southern Illinois University, Carbondale 1981 - 1984
BA, Film and TV
Renton HS, Seattle, WA
Skills:
Business planning retirement and succession issues estate planning risk mgmt Research: Quantitative: Online Phone Mail Qualitative: online traditional
Marshall County Central High School Newfolden MN 1985-1989
Community:
Jeff Ueland, Jeremy Tallum, Jody Tobin, Alan Hanson, Kevin Davidson, Jason Fick, Deann Bakke, Alfred Garner, Carol Hanson, Jane Erickson, Guillermo Barcelo
Maria Erickson (1984-1989), Denise Starr (1981-1984), Lisa Hayward (1995-1997), Ronda Null (1979-1982), Larry Shriver (1980-1983), Sue Ricket (1958-1961)